Current Offerings

Monthly Bookkeeping

Full-service bookkeeping with financial reports & summary notes provided within 15 days of the end of each month

Accurate categorization of all transactions and reconciliations of bank accounts/credit cards
Includes bookkeeping software subscription for clients using Xero or willing to switch to it
Access to a trusted advisor for routine questions

I'm Ready

Fractional CFO

Dig deeper into the financial reports and discuss them with an expert. Formalize and track financial goals for your small biz

Includes a one hour call, additional visual reports, customized key performance indicators (KPI) tracking, and light budgeting
Can be added to bookkeeping services monthly, quarterly or as needed

I'm Ready

Past Period Clean Up Work

Want to get caught up on year to date bookkeeping for past months? This is the right fit for people whose books have been neglected, or who have been doing their own bookkeeping but aren't sure that it's right

Discounted monthly rates for multiple past periods
Judgement-free help: no matter how messy you think your accounting is, we've seen it all before!

Let's Do This

Advisory

For custom projects that require more in-depth analysis. Examples include but are not limited to:

Setting up and registering your business with tax authorities
In-depth budgeting and cash flow forecasting
Profitability analysis by product line

Find Out If We're a Good Fit

Signs you are ready for monthly bookkeeping

You know you're making sales, but aren't sure where the money is going because you don't have clear reporting
You want to free up more of your time to focus on income-producing activities in your business
You want to start paying yourself more or get to the next level financially in your business but aren't sure where to start
You've been putting off the bookkeeping because you either hate doing it or are too busy
You've been doing your bookkeeping but worry it may be incorrect
There never seems to be enough cash in your business
Tax season sends you into a panic because you aren't keeping good records throughout the year